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Actually, the slide is far more revealing about WinPhone than tablets. Tablets are still a tiny market niche. Smartphones are a big market getting bigger.

What you see in the slide are Microsoft's WinPhone partners:
Dell
HTC
Garmin/Asus
Samsung
LG
Sony/Ericsson
Toshiba

Look at that list. Only 7 companies. Far fewer than were making WinMo phones. And, don't think they didn't put everyone OEM on that list, because look at how many nobodies they listed making Slates!

Think about it. Dell, they just came out with their FIRST smartphones, and those are Android-based. Dell is not going to be a WinPhone-exclusive mfr. Microsoft's biggest success is when they lock-in their OEMs to be exclusive to their OS.

HTC. They used to be THE big WinMo OEM, but Android has turned their head completely 180 degrees. Does anyone seriously think HTC is going to turn their back on Android now that WinPhone is coming? Losing HTC's OEM business in smartphones is as big as losing HP for tablets.

Garmin/Asus. Like Dell, Garmin is a newbie to the smartphone business with the Nuviphone, which was a day late and a dollar short.

Samsung. Clearly, Samsung is a big dog in phones. The problem is, they've already announced back in January that they are transitioning from WinMo to Android and Bada. Last January they said that they are switching from 90% WinMo smartphones to 50% Win this year, and 20% next year. That's a huge change in corporate direction.

LG. The other big Korean phone maker. They responded to Apple's huge iPhone success in Korea last November with the announcement that they will launch a couple dozen Android smartphones this year. No mention of WinPhone.

Sony/Ericsson. They are primarily Symbian, and struggling. Given their market position, perhaps they can be Microsoft's go-to WinPhone OEM. Dell and Garmin are too new. HTC, Samsung and LG have thrown their hats into the Android ring, so that leaves Sony/Ericsson as Microsoft's preferred dance partner, perhaps.

Toshiba. They still make smartphones? For sale outside of Japan? I suppose if Microsoft brands their own WinPhone they could get Toshiba to make it, as they did with the original Zune. We know how that turned out.

So, this slide is far more enlightening about WinPhone than about tablets. Microsoft has far fewer partners than when WinMo was around, and those partners are increasingly becoming Android partners. Microsoft's leverage over smartphone OEMs is frighteningly small. I just don't see how they can play catchup here, as they have no control over the hardware, and does anyone think those hardware mfrs are going to put all of their eggs and millions of dollars developing WinPhones?